Institutional Ownership Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT). We have compiled data on the 393 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$25,604
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
255
shares
|
$25,015
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
234
shares
|
$22,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
232
shares
|
$22,759
0.01% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
220
shares
|
$21,582
0.01% of portfolio
|
Q4 2025
Added 27.17%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
191
shares
|
$18,737
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
185
shares
|
$18,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
175
shares
|
$17,167
0.02% of portfolio
|
Q2 2025
Reduced 42.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
155
shares
|
$15,205
0.0% of portfolio
|
Q1 2022
Added 131.34%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
152
shares
|
$14,911
0.0% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
135
shares
|
$13,243
0.0% of portfolio
|
Q4 2024
Reduced 34.47%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
114
shares
|
$11,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
106
shares
|
$10,398
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
106
shares
|
$10,398
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
105
shares
|
$10,300
0.0% of portfolio
|
Q1 2025
Reduced 65.57%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
102
shares
|
$10,006
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$9,810
0.0% of portfolio
|
Q3 2025
Reduced 85.01%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
98
shares
|
$9,613
0.0% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
85
shares
|
$8,338
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
78
shares
|
$7,651
0.0% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
72
shares
|
$7,063
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
55
shares
|
$5,395
0.0% of portfolio
|
Q3 2025
Reduced 45.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
53
shares
|
$5,199
0.0% of portfolio
|
Q3 2025
Added 307.69%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$4,905
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
50
shares
|
$4,905
0.0% of portfolio
|
Q3 2025
Reduced 35.9%
|
|